The customer file on Excel: is it a good tool for the management of your hairdressing salon?

In order to manage the activity and build customer loyalty in a hair salon, the creation of a customer file is necessary. However, updating and maintaining a customer file is a tedious task. However, the customer file is very useful for any hair salon or beauty salon manager. Would you like to compile your hairdressing salon's customer database in Excel? Discover the team's advice Wavy.  

The customer file on Excel: what use is it?

Because the customer is at the heart of your business, it is important to establish a follow-up. Having a customer file allows you to get to know the customers of your hairdressing salon better. And knowing your clientele well is the key to success to increase your turnover! Here are the different uses of a hairdressing salon customer file on Excel :

• The customer file allows you to organize yourself better because it gathers all your customers' information in one place. You will be able to quickly find the information you are looking for: a telephone number, an e-mail address, etc.
• The customer file allows you to have a history on your customer: the products he bought in your salon, the treatments applied, whether he prefers tea or coffee, his last haircut, the collaborator who cut his hair, etc.
• The customer file allows you to better develop customer loyalty: if you want to launch communication campaigns (SMS, e-mailing...), it is better to know your customers in order to better target your actions.

How do I create my hairdresser's customer file on Excel?

On Excel, you can easily build your customer file thanks to the columns and rows which are easy to use. Here is a non-exhaustive list of information that you can put in your Excel customer file:

• Name and surname
• Address
• Date of Birth
• Phone number
• E-mail
• Last visit
• Comments

This list is not exhaustive. It may vary according to your activity: hairdresser, barber, beauty salon, spa... This information will be useful to you to set up commercial operations. For example, with the date of birth, you will know when to make a discount for your customers' birthdays! Be careful, however, to ask for your customers' consent before collecting any information because this information is personal data. Donot hesitate to read the article Are hairdressing salons concerned by the RGPD law?

Excel, a good tool to build up the customer file of my hairdressing salon?

Excel is a good tool to build the customer file of your hairdressing salon, it allows you to put important information to contact your customers as well as to remember their technical information. Nevertheless, you must keep your customer file open and remember to update it every time your customers come by. This is why we advise you to favour a computerised customer file, where you will initially have more information about your customers, and where, in a second step, the information will be automatically updated in your customer file at the time of collection. Wavy offers you this service in its checkout management software.

Switching from a customer file on Excel to a computerized customer file: a saving of time and money!

Why choose a computerized customer file rather than an Excel-based customer file?

Simply because you have much more information about your customers, their preferences and habits. What's more, this is not information that you have typed in by hand, but is automatic thanks to the link to the sales receipts!

Why is a computerized customer file a time saver compared to a customer file on Excel?

It is no longer you who consult your customer file, but your customer file consults you! (yes yes) When you collect your customer, the customer file appears and you have in front of you all the fundamental information about your customer at your establishment. It is thus the file of your customer which opens to you at the checkout, you do not have to think any more to go on your Excel table and to seek your customer! With a computerized customer file, the customer file opens up to you and shows you very clearly everything you need to know about your customer to advise him/her better and sell him/her more.

Why is a computerized customer file a money saver compared to the customer file on Excel?

Thanks to the association between the customer file and the customer ticket, the computerized customer file informs you of the average basket, the number of visits, the recurrence of visits, as well as the products purchased. You then have all the information you need to sell previously purchased products or complementary products. With your customer's average basket, you can now know which products are in your customer's price range. Moreover, for your customers' next appointments, you can already think about the services they might like, and note them in the dedicated insert. The customer file therefore allows you to :

• Tosell better: you will be able to offer the right product, to the right customer, at the right time.
• Tobuild loyalty: you will be able to contact your customers to offer them special discounts.

Here is an example of the customer file Wavy, integrated directly into the cash register software:

Thanks to Wavy Save time and money with the computerized customer file! Moreover, Wavy accompanies you through articles... But not only that! Wavy is a simple, modern and intuitive management application whose mission is to simplify your life. It's also communication solutions so that you can give your customers a digital experience, and allow exchanges before and after your customers' visit to the show! Attract new customers, make your customers come back more often, increase your average basket... Discover for free how to do with Wavy !